SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.74B
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.04M
3
+$1.65M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.08M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.07M

Top Sells

1
+$4.72M
2
+$2.58M
3
+$2.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.94M

Sector Composition

1 Technology 14.99%
2 Financials 10.22%
3 Healthcare 9.82%
4 Consumer Discretionary 7.52%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$502K 0.03%
6,006
-100
252
$500K 0.03%
18,643
-1,807
253
$496K 0.03%
8,755
254
$494K 0.03%
1,379
+655
255
$492K 0.03%
6,781
-385
256
$488K 0.03%
2,463
+368
257
$462K 0.03%
4,968
-32
258
$455K 0.03%
2,087
+802
259
$450K 0.03%
2,033
-94
260
$439K 0.03%
4,329
+16
261
$439K 0.03%
8,994
+33
262
$425K 0.02%
1,286
263
$412K 0.02%
18,848
-4,062
264
$410K 0.02%
10,624
265
$408K 0.02%
11,995
-1,600
266
$394K 0.02%
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267
$392K 0.02%
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268
$387K 0.02%
7,275
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269
$384K 0.02%
6,993
-250
270
$375K 0.02%
2,654
-70
271
$361K 0.02%
3,055
-428
272
$353K 0.02%
5,818
-55
273
$348K 0.02%
956
+60
274
$344K 0.02%
2,605
275
$334K 0.02%
7,153
9 10
11
12 13